Jeremy Siegel: Why Oil, AI Spending, and Rate Policy Are Shaking Markets

ABOUT THE EPISODE Could rising oil prices, interest-rate uncertainty, and massive AI spending change the market outlook?

Jeremy Siegel, Wharton Emeritus Professor of Finance, examines how energy supply disruptions could affect inflation, what the Federal Reserve may do next, why Wall Street is scrutinizing AI capital spending, and how tariffs and demographic change could shape the broader economy.

ABOUT THE PODCAST This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

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